Kotak Special Opportunities Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +25.34 | 1.05 | 114.2% | 81.8% | 21.9% | -2.9% |
| 3 Years | +5.33 | 0.98 | 99.6% | 88.9% | 5.2% | -0.2% |
| 5 Years | +3.14 | 0.98 | 99.6% | 88.9% | 3.1% | -0.1% |
| 7 Years | +2.20 | 0.98 | 99.6% | 88.9% | 2.2% | -0.1% |
| 10 Years | +1.51 | 0.98 | 99.6% | 88.9% | 1.5% | -0.1% |
| 12 Years | +1.24 | 0.98 | 99.6% | 88.9% | 1.3% | -0.1% |
| 15 Years | +0.97 | 0.98 | 99.6% | 88.9% | 1.0% | -0.1% |